Financial Planning Client Service

JOB REQUIREMENTS

Apply Description Join Lake Ridge Bank and take the first step toward a rewarding career in financial services! The Financial Planning & Client Service Coordinator plays an important role in supporting our Financial Advisors by delivering exceptional client service, assisting with financial planning and investment-related processes, and helping strengthen client relationships. This role is an excellent opportunity for a motivated, detail-oriented professional who enjoys helping others and is eager to grow.

You’ll start in a key support position while gaining valuable experience and exposure to the financial advisory field—with the potential to advance toward becoming a licensed Financial Advisor. If you’re looking for a position where you can build a long-term career, learn from experienced professionals, and make a meaningful impact for clients, apply today with Lake Ridge Bank!

Serve as a primary point of contact for clients, providing timely, professional, and courteous service. Prepare materials for client meetings, including financial plans, performance reports, and review packets. Maintain accurate and compliant client files, ensuring data and documentation are up to date. Monitor accounts for changes, unusual activity, and service needs, following up as necessary.

Assist Financial Advisors in developing and implementing client financial plans and recommendations. Support proposal preparation, investment research, and report generation. Participate in client meetings, take notes, and follow through on action items. Actively engage with the Financial Advisory and Wealth Management Financial Planning Group. Work toward obtaining CFP designation, SIE, Series 7, 66, and Life & Health licenses within one year to advance into an advisory role.

Marketing and outreach initiatives, including campaigns, client events, and follow-ups. Assist in onboarding new clients, ensuring all documentation is complete and compliant. Collaborate with internal partners to identify opportunities for growth and improvement. For full info follow application link.

The State Bank of Cross Plains values a diverse workforce and is an Affirmative Action/Equal Opportunity Employer. Minorities, Females, Veterans and Individuals with Disabilities are encouraged to apply. Consistent with State Bank of Cross Plains’ commitment to employ and advance qualified individuals with disabilities, State Bank of Cross Plains provides reasonable accommodation to apply for or perform a job. Some examples of reasonable accommodation include alternate methods to apply, provide documents in an alternate format, altering work procedures, specialized equipment or use of an interpreter.

If an individual needs reasonable accommodations to apply or perform a job here at State Bank of Cross Plains, please contact Human Resources at  or email us.

Apply Online: ipc.us/t/D444 B3